Screener
ULST vs FTSM
State Street Ultra Short Term Bond ETF vs First Trust Enhanced Short Maturity ETF
Key differences
Both ULST and FTSM are fixed income ETFs. ULST charges 0.20% a year and FTSM 0.29%. The main difference: ULST follows a active selection strategy; FTSM uses index tracking.
- ULST follows a active selection strategy; FTSM uses index tracking.
- ULST costs 0.09% less per year.
- FTSM is much larger than ULST. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| ULST | FTSM | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.29% |
| Fund size (AUM) | $552M | $6.4B |
| Since | 2013 | 2014 |
| Dividend yield | 4.22% | 4.16% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.9% | +4.2% |
| CAGR 3Y | +4.9% | +4.9% |
| CAGR 5Y | +3.5% | +3.5% |
| Sharpe 3Y | 1.22 | 2.45 |
| Volatility 1Y | 0.66% | 0.48% |
| Max drawdown | -6.20% | -4.12% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.